Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,906,845
+$27,266 QoQ
Shares Held
85,460
-10.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#338
of 2,984 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $107,648,120 across 7 Credit Services names. AXP ranks #3 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
136,896 | $46,967,648 | |
| 2 | MA |
Mastercard Inc
|
57,403 | $29,482,180 | |
| 3 | AXP |
American Express Co
This page
|
85,460 | $28,906,845 | |
| 4 | ALLY |
Ally Financial Inc.
|
19,059 | $875,761 | |
| 5 | COF |
Capital One Financial Corp
|
3,860 | $774,392 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
9,120 | $393,801 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
1,242 | $247,493 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,906,845 | 85,460 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $28,879,579 | 95,476 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,064,280 | 89,375 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,099,342 | 90,617 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,403,254 | 89,044 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,777,024 | 88,374 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,157,883 | 88,136 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,874,820 | 88,034 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,572,291 | 88,846 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,700,207 | 90,914 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,754,002 | 89,431 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,464,695 | 90,252 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,727,298 | 90,283 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $15,158,739 | 91,899 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,897,660 | 94,062 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,876,079 | 95,442 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,154,483 | 94,896 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,753,593 | 94,939 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $15,921,552 | 97,320 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,439,216 | 98,127 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,945,190 | 96,503 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,424,899 | 101,986 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $11,950,501 | 98,838 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $9,644,149 | 96,201 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,423,372 | 98,985 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,069,865 | 105,944 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||